Senior Private Client Insurance Strategist

Aon; Los Angeles (CA); Sur place; USD 56 000 - 132 000; Plein temps

Avantages offerts par ce poste

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

PeopleFirst culture

Résumé du poste

NFP, an Aon company, seeks a Senior Account Executive in Los Angeles to manage day-to-day client interactions and lead the engagement with carriers for large, complex accounts. You will prepare applications, specifications, and marketing strategies for new business and renewals with minimal supervision.

The role requires leadership, advanced knowledge of multi-line coverages, and collaboration with carrier markets to tailor insurance solutions for high-net-worth clients.

Qualifications

• Excellent written communication and the ability to edit for spelling/grammar.
• Self-confidence to make independent decisions.
• Ability to interact with a variety of people and personalities.
• Strong leadership skills and client-focused mindset.
• Ability to read, analyze and reconcile financial reports.
• Technical expertise plus good analytical/problem-solving skills.
• Calm, courteous, professional demeanor under pressure.

Responsabilités

• Negotiate terms, conditions, coverage, and pricing with carriers.
• Facilitate requests from carriers for clients.
• Coordinate with Claims on relevant client claims.
• Handle multi-line accounts with sophisticated coverages.
• Maintain a diary to track policy information and requests.
• Potentially supervise Coordinators, Account Managers, and Account Executives.
• Build and maintain carrier and client relationships through regular contact.
• Inform clients about industry trends and regulatory issues.
• Develop marketing strategies for high-net-worth Personal Risk and Private Client accounts.
• Market new and renewal business to carriers and evaluate coverage options.
• Collaborate with producers and underwriters to design risk management solutions.
• Monitor market conditions to support client retention and growth.

Connaissances

Excellent written communication

Self-confident decisions

Interpersonal skills

Leadership

Financial analysis

Technical proficiency

Professional demeanor

Formation

BA/BS preferred

8+ years industry experience

Description du poste

NFP, an Aon company, seeks a Senior Account Executive in Los Angeles to manage day-to-day client interactions and lead the engagement with carriers for large, complex accounts. You will prepare applications, specifications, and marketing strategies for new business and renewals with minimal supervision.

The role requires leadership, advanced knowledge of multi-line coverages, and collaboration with carrier markets to tailor insurance solutions for high-net-worth clients.